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Pca Investment Advisory Services, Inc. CRD 123475
$4.31B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2133 Luray Avenue, Cincinnati, OH 45206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Qc Industries | Batavia | OH | 05/2017 | 12/2017 |
| Clark Schaefer Hackett | Cincinnati | OH | 01/2018 | 04/2018 |
| Bkd, Llp | Cincinnati | OH | 01/2019 | 04/2019 |
| Clark Schaefer Hackett | Cincinnati | OH | 01/2020 | 02/2020 |
| Pension Corporation Of America | Cincinnati | OH | 05/2020 | Present |
| Pca Investment Advisory | Cincinnati | OH | 05/2020 | Present |
| N/A | Cincinnati | OH | 09/2016 | 04/2017 |
| N/A | Cincinnati | OH | 04/2018 | 12/2018 |
| N/A | Cincinnati | OH | 02/2020 | 04/2020 |
| N/A | Cincinnati | OH | 05/2019 | 12/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-07 |
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